Trinity Portfolio Advisors, LLC

Trinity Portfolio Advisors, LLC (CRD# 151721) is a financial advisory firm headquartered in Southlake, TX. They manage $201,436,088 in 1,006 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    1,006
    ACCOUNTS
  • Average Account Value
    $200,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, KS, LA, MS, NC, NM, OK, TX

Financial Advisors at Trinity Portfolio Advisors, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Ryan S. Pruett
CRD#: 4737438
121 Countryside Court, Suite 140, Southlake, TX 76092
96
Wealthminder
score

Ryan Pruett (CRD# 4737438) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 12 years of experience in the finance industry. Ryan Pruett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John A. Chalk
CRD#: 4266208
777 Main Street, Suite 2270, Fort Worth, TX 76102
93
Wealthminder
score

John Chalk (CRD# 4266208) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Fort Worth, TX and has over 16 years of experience in the finance industry.

3
William E. Ford
CRD#: 2159874
121 Countryside Court, Suite 140, Southlake, TX 76092
93
Wealthminder
score

William Ford (CRD# 2159874) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 25 years of experience in the finance industry.

4
Annette C. Hamil
CRD#: 5753783
121 Countryside Court, Suite 140, Southlake, TX 76092
93
Wealthminder
score

Annette Hamil (CRD# 5753783) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 6 years of experience in the finance industry.

5
Kelly R. Hein
CRD#: 5077593
3200 Riverfront Drive, Fort Worth, TX 76107
93
Wealthminder
score

Kelly Hein (CRD# 5077593) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Fort Worth, TX and has over 10 years of experience in the finance industry.

6
Jeffrey L. McCain
CRD#: 5281987
121 Countryside Court, Suite 140, Southlake, TX 76092
93
Wealthminder
score

Jeffrey McCain (CRD# 5281987) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 9 years of experience in the finance industry.

7
Timothy J. Morand
CRD#: 1522403
121 Countryside Court, Suite 140, Southlake, TX 76092
93
Wealthminder
score

Timothy Morand (CRD# 1522403) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 30 years of experience in the finance industry.

8
Katherine E. Nolte
CRD#: 3167977
121 Countryside Court, Suite 140, Southlake, TX 76092
93
Wealthminder
score

Katherine Nolte (CRD# 3167977) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 17 years of experience in the finance industry.

9
Matthew J. Oberst
CRD#: 1719454
121 Countryside Court, Suite 140, Southlake, TX 76092
93
Wealthminder
score

Matthew Oberst (CRD# 1719454) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 26 years of experience in the finance industry.

10
Tiffany S. Taylor
CRD#: 5034422
121 Countryside Court, Suite 140, Southlake, TX 76092
93
Wealthminder
score

Tiffany Taylor (CRD# 5034422) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 11 years of experience in the finance industry.

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